Morgan Stanley Investment Funds Calvert US Equity Fund Z/ LU2735360518 /
| NAV10/17/2024 | Chg.+0.1700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 27.9900USD | +0.61% | reinvestment | Equity Mixed Sectors | MSIM Fund M. (IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | - | - | - | -3.36 | 0.87 | 2.93 | 2.58 | 1.63 | 0.91 | 1.12 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | -% | 10.81% | -% | -% | -% |
| Sharpe ratio | - | 1.96 | - | - | - |
| Best month | +2.93% | +2.93% | +2.93% | - | - |
| Worst month | -3.36% | -3.36% | -3.36% | - | - |
| Maximum loss | - | -3.76% | - | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Morgan Stanley Investment Funds ... | reinvestment | 27.7600 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 27.6600 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 27.9800 | - | - | |
| Morgan Stanley Investment Funds ... | reinvestment | 27.9900 | - | - |
Performance
| YTD | - | ||
|---|---|---|---|
| 6 Months | +11.56% | ||
| 1 Year | - | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +7.94% | ||
| Year | |||
